DOSSIER · 13F-HR · Q2 2026

BAM Wealth Management, LLC

$160M in tracked AUM across 273 positions as of Q2 2026.

BW
CIK 0002093649 · last filed Jun 30, 2026
Total AUM
$160M
as of Q2 2026
Holdings
273
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BAM Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BOND
PIMCO ETF TR
$7M71K4.1%
02
FMAY
FIRST TR EXCHNG TRADED FD VI
$6M100K3.5%
03
FJUN
FIRST TR EXCHNG TRADED FD VI
$6M92K3.5%
04
AAPL
APPLE INC
$5M17K3.0%
05
FAPR
FIRST TR EXCHNG TRADED FD VI
$5M101K2.9%
06
FJAN
FIRST TR EXCHNG TRADED FD VI
$4M80K2.8%
07
FFEB
FIRST TR EXCHNG TRADED FD VI
$4M71K2.7%
08
GMAY
FIRST TR EXCHNG TRADED FD VI
$4M101K2.7%
09
GJUN
FIRST TR EXCHNG TRADED FD VI
$4M104K2.7%
10
NVDA
NVIDIA CORPORATION
$4M19K2.4%

Filing history

2026Q2Jun 30
$160M 19.5%
273 positionsView →
2026Q1Mar 31
$134M 3.3%
251 positionsView →
2025Q4Dec 31
$138M 53.7%
255 positionsView →
2025Q3Sep 30
$90M
130 positionsView →